Evidence-grounded customer journey

Account Intelligence Agent

Build this agent step by step, then show it to a customer. Easy mode lets AI do the clicks; Manual mode shows every step yourself.

Get the one-pager and demo video Office hours All solutions

About this workshop

Workshop mission: Turn motivated, open-minded, non-technical sales professionals into AI superheroes who can match the practical output and problem-solving pace of technical peers who are not using AI, while staying evidence-grounded, governed, and honest about what the tools proved.

Boundary: synthetic qualitative evidence only—not a customer KPI, measured production result, live connection, or publication approval.

Found something inaccurate? Use Report an issue at that point. It opens a prefilled GitHub issue for review and does not submit anything automatically.

Self-paced local achievements

Workshop achievements

0 total points 0 in this workshop

0 of 0 Easy checkpoints complete

No badges yet

View achievements and local profile

Optional public verification

These points and badges are local, self-reported workshop progress—not externally verified proof or a capability claim.

This opens one prefilled progress issue containing every badge currently earned here. Nothing syncs until you submit it. Resubmitting later merges newly earned badge IDs without duplicate score, and one public issue submission opts your GitHub account into a public verified profile.

Workshop setup

Open GitHub Copilot Chat

Start in GitHub Copilot Chat. No Frontier desktop app is required; the Easy Mode skill handles any additional setup.

Get ready

Open VS Code with the GitHub Copilot Chat extension installed.
Sign in to GitHub with an account that has Copilot access.
Open the Copilot Chat panel and select Agent mode.

Expected result

GitHub Copilot Chat is open in VS Code, signed in, and set to Agent mode.

I opened GitHub Copilot Chat in Agent mode.

What you will learn

Use the single Easy Mode skill.
Build and prove the portable agent.
Deploy the reviewed solution as an unpublished Draft.
Confirm the behavior yourself in Copilot Studio Preview.
Recognize the evidence that means the module is complete.

Before you begin

Use VS Code with GitHub Copilot Chat in Agent mode.
Sign in to GitHub with Copilot access.
Have access to a Copilot Studio environment.
The skill handles setup for you.
Do not publish. This module ends with a validated Draft.

Easy mode

Prepare your Copilot

Brief your Copilot with one line

One skill owns discovery, testing, Draft deployment, and Preview validation.

Do this

Open GitHub Copilot Chat in VS Code and select Agent mode.
Paste this one line and send it. Copilot reads the skill itself; nothing to download.

Send this message

Go and read https://raw.githubusercontent.com/microsoft/aibast-agents-library/main/skills/aibast-easy-mode/SKILL.md and run the Account Intelligence workshop for me.

Expected result

Copilot says it has read the skill and is running the workshop. The skill owns the remaining setup and validation.

I sent the one line and Copilot started the workshop.

Prove the solution locally

Ask Easy Mode to build and test Account Intelligence

This step proves the portable business logic before any Copilot Studio work begins. The harness retrieves the immutable package, verifies the source, loads the agent, and runs every locked case.

Send this message

Give me Account Intelligence using Easy Mode and test it for me.

Expected result

Copilot reports a verified source and 6/6 locked local cases passed.

Copilot should end by suggesting the next message: Deploy it into Copilot Studio for me.

I saw every locked local case pass.

Create the reviewed Draft

Deploy the already-tested solution to Copilot Studio

The harness now uses the verified Microsoft Copilot Studio plugin to reuse or create the source-controlled Draft, synchronize the reviewed instructions and assets, validate the PAC project, and leave publication off.

Send this message

Deploy it into Copilot Studio for me.

Expected result

Draft: Account Intelligence Manual
Model: Claude Opus 5
Knowledge files: 2
Skills: 6
Status: Draft; published: false

The harness then validates the real Preview front door before returning its final verdict.

I saw the Draft identity and unpublished state.

Verify the real experience

Confirm the Draft in Copilot Studio Preview

The harness already runs these checks automatically. Repeat them here so you understand what was proven and can recognize a correct result yourself.

Open the validated Draft.
Select Preview.
Choose New chat before each case.
Paste the exact prompt.
Compare the answer with the required and forbidden markers.

Open the Copilot Studio Draft ↗

Expected result

Every case passes in a fresh Preview conversation, and the agent still appears as Draft.

AI-01 · Account Executive

Confirm the expected evidence

Prepare a synthetic Acme Corporation account overview and show the evidence that deserves seller attention.

Must include

Account OverviewAccount Health ScoreEvidence boundary

Must not claim

I don't have accessprovide the recordmessage was sentCRM record updated successfully

Visible positive anchors: Account Overview; Evidence boundary; Account Health Score. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

The Preview response matched this contract.

AI-02 · Account Executive

Confirm the expected evidence

Map the synthetic Acme buying committee and show the relationship gaps without creating outreach tasks.

Must include

Stakeholder MapRelationship GapsEvidence boundary

Must not claim

I don't have accessprovide the recordmessage was sentCRM record updated successfully

Visible positive anchors: Stakeholder Map; Relationship Gaps; Evidence boundary. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

The Preview response matched this contract.

AI-03 · Sales Director

Confirm the expected evidence

Compare the synthetic competitor signals and positioning considerations for Acme Corporation.

Must include

Competitive IntelligenceCompetitor ActivityEvidence boundary

Must not claim

I don't have accessprovide the recordmessage was sentCRM record updated successfully

Visible positive anchors: Competitive Intelligence; Competitor Activity; Evidence boundary. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

The Preview response matched this contract.

AI-04 · Account Executive

Confirm the expected evidence

Draft persona-specific talking points for the synthetic Acme meeting; do not send messages.

Must include

Draft Meeting Talking PointsObjection HandlingEvidence boundary

Must not claim

I don't have accessprovide the recordmessage was sentCRM record updated successfully

Visible positive anchors: Draft Meeting Talking Points; Objection Handling; Evidence boundary. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

The Preview response matched this contract.

AI-05 · Sales Director

Confirm the expected evidence

Assess the synthetic Acme deal risks and mitigation options without changing a forecast or CRM record.

Must include

Deal Risk AssessmentImmediate ActionsEvidence boundary

Must not claim

I don't have accessprovide the recordmessage was sentCRM record updated successfully

Visible positive anchors: Deal Risk Assessment; Immediate Actions; Evidence boundary. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

The Preview response matched this contract.

AI-06 · Customer Success Manager

Confirm the expected evidence

Prepare a concise synthetic Acme pre-meeting briefing and review checklist.

Must include

Account Intelligence BriefingPre-Meeting ChecklistEvidence boundary

Must not claim

I don't have accessprovide the recordmessage was sentCRM record updated successfully

Visible positive anchors: Account Intelligence Briefing; Pre-Meeting Checklist; Evidence boundary. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

The Preview response matched this contract.

Recognize completion

Know what “done” looks like

The workshop is complete only when both the portable agent and the Copilot Studio front door prove the same behavior.

Local proof6/6 locked cases passed

Preview proof6/6 locked cases passed

Draft identityAccount Intelligence Manual

ModelClaude Opus 5

Inventory2 knowledge · 6 skills

Publication gateDraft · published false

Positive visual checkpoint. Source: 1424×863 JPEG. Download original.

Final expected verdict

The harness reports status: complete, exact case totals, the Draft identity, and published: false. The module ends here; it does not offer publication.

I confirmed the final Draft verdict.

Troubleshooting

What you see	What it means	What to do
Copilot ignores the workshop	The wrong skill was read, or the chat began before the one line was sent.	Start a new Agent-mode chat and send the one line first.
Local validation is not 6/6	The portable source, package, or locked behavior does not match.	Stop. Do not deploy. Let the harness report the exact failed case and marker.
No active Copilot Studio environment	PAC has no selected environment.	Sign in or select the intended environment, then resend the deploy message.
The Draft already exists	The recorded schema is already in the environment.	The harness should clone and reconnect automatically. Treat an attendee choice prompt as a harness defect.
A Preview case misses a marker	The real front door does not match the reviewed contract.	Keep the case failed. Inspect instructions and assets; do not retry until it happens to pass.
The agent is Published	The workshop crossed its safety boundary.	Stop immediately. The module must end at Draft with `published: false`.

Facilitator evidence and portable download

These links support audit, troubleshooting, and offline delivery. They are not learner steps.

Field guide Locked evidence Evidence report Download audit manifest Download portable bundle Download Copilot Studio solution Deployment settings Export details Download generic workshop agent Download SKILL.md

Manual mode · see how it was built

See how Account Intelligence Agent is built, one capability at a time.

Optional. Easy mode already did all of this for you from one skill file. This path replays every action the AI took, one real browser frame per step, so you can understand the agent before you adapt it. No PAC CLI, YAML import, or plugin architect; stop at Draft.

Synthetic disclosure: this is qualitative workflow evidence using packaged synthetic inputs. It is not a customer KPI or a live-system result.

Found something inaccurate? Use Report an issue on that step. It opens a prefilled GitHub issue for review and does not submit automatically.

Open standalone Manual-mode guide ↗ Download source bundle Download Copilot Studio solution Deployment settings Export details

0 of 24 complete

Manual-mode progress is saved on this device and contributes to the same achievement profile.

Build and verify

Create a blank Copilot Studio agent

Step 1 of 24

Action

Create a blank Copilot Studio agent

Expected resultA blank Copilot Studio agent is visible in the captured Draft workspace.

Positive visual checkpoint: Untitled Agent. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Name Account Intelligence Manual

Step 2 of 24

Action

Account Intelligence Manual

Name Account Intelligence Manual

Expected resultThe page header shows the recorded manual build name: Account Intelligence Manual.

Positive visual checkpoint: Account Intelligence Manual. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Enter the reviewed global instructions

Step 3 of 24

Action

# Account Intelligence Agent — Global Instructions

## Role

Prepare sellers and customer-success teams from one fixed synthetic account-evidence view. Combine account context, stakeholder coverage, competitor signals, risk, and draft talking points without automating engagement.

## Allowed operations

- `account_overview` — firmographics, account health, and synthetic activity.
- `stakeholder_map` — buying committee, influence, champions, and relationship gaps.
- `competitive_intel` — competitor signals and positioning.
- `value_messaging` — draft persona-specific talking points and objection handling.
- `risk_assessment` — synthetic risks and candidate mitigations.
- `executive_briefing` — compiled account briefing and pre-meeting checklist.

Use `value_messaging` for talking points, conversation hooks, meeting messaging, or objection handling. Use `executive_briefing` only for a compiled briefing or checklist.

## Fixed evidence policy

- Use only the bundled synthetic account, stakeholder, activity, news, competitor, adoption, and risk snapshot.
- Do not browse the web, LinkedIn, news, CRM, SharePoint, email, calendars, meeting systems, or external intelligence sources.
- Never invent or substitute an account, person, role, relationship, meeting, news item, competitor, value, score, sentiment, probability, or reference.
- If a requested fact is absent, state that the fixed snapshot does not contain it.
- Treat all names, events, values, scores, percentages, and messages as synthetic planning evidence.

## Prohibited actions

Never update CRM, create a task, schedule a meeting, send a message, initiate outreach, contact a stakeholder, create or deliver a proposal, approve pricing, change a forecast, or claim that a relationship or external event is real.

## Human approval gates

The authorized account owner must validate account facts, stakeholder roles, messaging, references, risks, and next steps. Legal, privacy, customer-success, sales leadership, and commercial review remain required where relevant before any customer-facing use.

## Evidence-first response contract

Keep the response concise and use this order:

1. **Synthetic snapshot** — identify the account and operation.
2. **Evidence** — cite exact synthetic records and fields.
3. **Analysis** — distinguish observed snapshot evidence from computed indicators.
4. **Draft preparation** — provide talking points, mitigations, or checklist items for review.
5. **Approval gate** — name the account owner or reviewer and state that no CRM, task, meeting, message, proposal, forecast, or customer action occurred.

## Skill routing map

Route from the user's natural-language intent to the correct skill below. Do not narrate internal retrieval, tool selection, restrictions, or implementation mechanics; present only the user-facing result.

- `AI-01` uses skill `account-intelligence-account-overview`.
- `AI-02` uses skill `account-intelligence-stakeholder-map`.
- `AI-03` uses skill `account-intelligence-competitive-intel`.
- `AI-04` uses skill `account-intelligence-value-messaging`.
- `AI-05` uses skill `account-intelligence-risk-assessment`.
- `AI-06` uses skill `account-intelligence-executive-briefing`.

These skill names above are the ONLY valid skill identifiers. Never invent, guess, or reference any other skill name. If the correct skill or its knowledge cannot be loaded after one retry in the same turn, say so honestly and stop. Do not answer using values you already know from these instructions or from general knowledge -- a response with no real citation is not acceptable output.

Enter the reviewed global instructions

Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.

Positive visual checkpoint: Account Intelligence Agent — Global Instructions. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Save the instruction policy

Step 4 of 24

Action

Save the instruction policy

Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.

Positive visual checkpoint: Draft. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Remove default web search

Step 5 of 24

Action

Remove default web search

Expected resultThe captured inventory no longer lists the default web-search capability.

Positive visual checkpoint: Provide trusted context to guide decisions. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Add knowledge: aibast_account-intelligence-operating-rules.md

Step 6 of 24

Action

Add knowledge: aibast_account-intelligence-operating-rules.md

Expected resultThe exact knowledge file linked for this step is attached under its complete filename. Wait for processing to finish before continuing. This step does not require the final inventory or prove the other uploads.

Positive visual checkpoint: aibast_account-intelligence-operating-rules.md. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Add knowledge: aibast_account-intelligence-synthetic-records.md

Step 7 of 24

Action

Add knowledge: aibast_account-intelligence-synthetic-records.md

Positive visual checkpoint: aibast_account-intelligence-synthetic-records.md. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Add skill: account-overview

Step 8 of 24

Action

Add skill: account-overview

Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.

Positive visual checkpoint: account-intelligence-account-overview. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Add skill: competitive-intel

Step 9 of 24

Action

Add skill: competitive-intel

Live verification checkpoint

Expected state: The linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.

Use the current product state for this step. Mark it complete only when what you see matches the expected result and the deterministic gate agrees.

Add skill: executive-briefing

Step 10 of 24

Action

Add skill: executive-briefing

Positive visual checkpoint: account-intelligence-executive-briefing. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Add skill: risk-assessment

Step 11 of 24

Action

Add skill: risk-assessment

Positive visual checkpoint: account-intelligence-risk-assessment. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Add skill: stakeholder-map

Step 12 of 24

Action

Add skill: stakeholder-map

Positive visual checkpoint: account-intelligence-stakeholder-map. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Action

Confirm Draft and stop before publish

Expected resultThe agent remains Draft and no Publish action is taken.

Positive visual checkpoint: Account Intelligence Manual. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

Manual-mode troubleshooting

A screenshot or browserfilm frame is missing

Stop. Do not invent, recreate, or substitute an image. Capture the real frame, update the browserfilm manifest, and regenerate without --allow-pending.

A knowledge file is still processing

Wait for ingestion to finish before Preview. A partial answer is not evidence.

A skill upload fails

Use the linked raw SKILL.md. Fix the reviewed source deliberately; do not silently skip the action.

The model differs from Easy mode

Record the substitution and stop the parity claim until Easy and Manual use the same reviewed model.

The Preview answer misses an identifier

Mark the recorded case failed, inspect instructions and inventory, then replay the exact prompt in a fresh conversation.

Should I publish?

No. Keep this manual duplicate in Draft unless publication is separately approved. Do not choose Publish as part of this tutorial.